Integrated Wealth Concepts LLC IJH Holdings History
Integrated Wealth Concepts LLC's iShares Core S&P Mid-Cap ETF Holding Summary
As of 2025-03-31, Integrated Wealth Concepts LLC held 572,380.00 shares of iShares Core S&P Mid-Cap ETF(IJH), totaling $33.40 Mil. This investment constitutes 0.39% of their stock portfolio, and Integrated Wealth Concepts LLC now holds 0.04% of the outstanding iShares Core S&P Mid-Cap ETF(IJH) stock.
The initial trade took place in 2018Q2. And since then Integrated Wealth Concepts LLC has made 18 purchases of IJH, at an average price of $46.88, for a total of 1.53 Mil shares. In addition, there have been 10 sales at an average price of $53.56 for 957,646.00 shares. Based on historical transaction data and IJH's current price of $63.46, Integrated Wealth Concepts LLC's estimated gain on his IJH holdings is $15.89 Mil, reflecting a 22.15% gain to date.
Integrated Wealth Concepts LLC IJH ($63.46) Holding Chart
Integrated Wealth Concepts LLC IJH ($63.46) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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